Future Advisory Forum Hong Kong 2017
IA presents video highlights from the event, which was held on 10 October at the Island Shangri-La Hotel in Hong Kong.
Miton Optimal
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Life companies should engage more with legacy clients
International life companies could do more to protect their legacy business through actively engaging with these clients, says Philip Penrose, director and head of UK and international sales for Coram Asset Management.
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Coram AM buys DFM ahead of managed portfolio service launch
Coram Asset Management has acquired Bath-based Minerva Fund Managers ahead of the launch of seven model portfolios.
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MitonOptimal swoops on chartered adviser to boost int’l reach
MitonOptimal International, the Guernsey-headquartered investment management group, has merged with Isle of Man-based investment advisory business, Blythe Financial.
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Rousseff impeachment end of the road for Brazil contrarians
Wednesday’s vote by the upper house of the Brazilian senate to impeach Dilma Rousseff is being seen as a significant step forward for the country, but could well be the end of the road for contrarian investors.
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MitonOptimal to acquire Coram
MitonOptimal is set to acquire Coram Asset Management, the boutique multi-asset manager that was founded by James Sullivan and the late Martin Gray in September 2014.
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Coram AM’s Gray passes away
Coram Asset Management director and senior fund manager, Martin Gray has passed away after a brief battle with cancer.
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Data key as wealth managers gear up for volatile summer
Like Janet Yellen’s Federal Reserve, it would appear that UK wealth managers are planning to be very data dependent in the second quarter.
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Novia partners with DFMs on new investment portal
International intermediaries’ platform Novia Global has launched a new integrated investment portal, which provides access to a panel of discretionary fund managers (DFMs).
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Guernsey investor takes stake in MitonOptimal International
MitonOptimal International, the Guernsey-headquartered discretionary fund management company, has revealed that Bailiwick Investments has taken an 11% stake in the group’s business.
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UK value and why the future is small
As investors the world over seek to mitigate downside risk while simultaneously generating growth, Philip explained how investing in a carefully targeted blend of UK value and UK smaller company stocks provides an attractive solution. He also showed why he believed we are at the beginning of multi-year period of small company outperformance.
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MitonOptimal launches UK-focused fund of funds
Guernsey-based asset manager, MitonOptimal, has launched an offshore fund of funds which gives its international clients the opportunity to invest in the UK stockmarket.